Sage Insights 2015Electronic Document Managementfor Sage ERP X3

Presenters: Sarah Acton-Hughes Richard King

www.WeAreV1.com

Introducing V1

Introducing V1

► V1 is a global provider of business automation software that enables both public and private sector organisations to streamline their business processes.

► Our product suite includes solutions for document management, expenses management, electronic payments, professional services automation and learning and training management.

Strong Partnership with Sage

Strong Partnership with Sage and the Sage Channel

► Have been working with Sage and Sage business partners for over 20

years

► Currently 1,000+ Sage customers are using V1 Document Management

software

► Including 200+ Sage ERP X3 sites globally

► Working with 60+ Sage business partners + Op Co’s

► Tight integration with Sage 300, Sage 1000 and Sage ERP X3 (and

many other Sage products globally)

► First third-party product approved by Sage for the new Sage ERP X3

Certified Solution Programme

Our Solutions

V1 Document Management Portfolio

Electronic Document Management (EDM)

AutomaticData Capture

DocumentAuthorisation

OutputManagement

V1 Purchase Invoice Automation

Electronic Document Management (EDM)

AutomaticData Capture

DocumentAuthorisation

OutputManagement

Scan paper invoices

Import PDF invoices

Read invoices with OCR

Route queries for approval

Update Sage

► Manual invoice data entry is expensive

► Paper approvals are protracted and time consuming

► AP spend a lot of time chasing approvers and sending copies

► Paper filing is labour-intensive and error prone

► AP bear the burden of managing this process

Purchase Invoices - Challenges

Typical Paper Based Process

Receive Distribute Register Approval Post File

Paper invoices

Emailed invoices

Invoices sharedin AP

Invoices printed

Invoice data entryinto invoice register

Invoicesphotocopied

Invoicesphysically sent

Approved, coded,and returned to AP

Transaction updatedin finance system

and postedfor payment

Invoices filedphysically

AP staff retrieveand re-file invoices

when required

Automated Solution Process

Receive Capture Recognise Match / Approve Archive Post

Paper invoices

Emailed invoices

Scan paperinvoices

Invoice dataautomaticallyrecognised

and validated

Invoices matchedto orders

or approved

Invoice imagesarchived

Invoices posted

Software Demonstration

Summary of Benefits Gained

Efficiency - Cost and time savings

Effectiveness - Streamline processes and provide better information

Employees – Improved working experience for end users

Information – Increased visibility of approval process and liabilities

Q & A

► See us in the Exhibition Area

► Partner Agreement► Training► Demo Software► Collateral► Support► Webinar► Localisation assistance

http://WeAreV1.com

Next Steps

Thank you for your time today

T: +44 (0)1625 856 505

www.WeAreV1.com